Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
2025
Q1
$519K Sell
2024
Q4
$639K Sell
2024
Q3
$839K Sell
2024
Q2
$865K Sell
2024
Q1
$1.02M Buy
2023
Q4
$882K Buy
2023
Q3
$737K Sell
2023
Q2
$695K Buy
2023
Q1
$316K Sell
2022
Q4
$313K Buy
2022
Q3
$207K Buy